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Configure Categories

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This content applies solely to Award Management, which must be purchased separately from the Appian base platform. This content was written for Appian 26.6 and may not reflect the interfaces or functionality of other Appian versions.

Access the Award Management Settings site to view the Categories page. Categories group checklist items together, usually by the function of the items or the group that performs them.

This page describes how to configure the categories needed to create your organization's checklists.

View categories

  • From the Welcome page, click CATEGORIES.
  • From the navigation pane, click Categories.

Create categories

You can create a new category to group checklist items. For example, creating a new category for post-award checklist items.

To create a category:

  1. From the Categories page, click Plus iconADD CATEGORY.
  2. Enter a Category Name and click ADD CATEGORY.

Add Category button on the Categories page.

The new category is now available to be assigned to checklists and checklist items.

Update categories

  1. From the Categories page, select the category to update.
  2. Enter a new Category Name and click SAVE CHANGES.

Note:  Edits to a category are reflected on all checklist items that reference it.

Delete categories

  • Click .

Note:  You cannot delete a category that is referenced by checklist items. Complete or cancel all checklist items that reference the category before deleting it.

Next steps

After you configure categories, configure checklist items to assign to those categories.

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